Today we enter the exciting world of Copilot Studio, an innovative tool that is giving a lot of talk. Not only can it provide us with generative answers from a document or a web page, but it can go beyond everything we had thought. Can you imagine being able to place a sales order in D365 F&O quickly and easily through a chatbot? With the help of Copilot Studio this becomes a reality.
The copilot offers us a friendly interface with a natural language that we can adapt to the needs of our business. Users only have to enter the fundamental data of the sales order: customer code, product code, quantity and warehouse and the co-pilot will take care of the rest. This will help us reduce human errors and will allow us to carry out the real-time order processing. We can invoice the order without even entering D365 F&O.
Using Copilot Studio to create sales or purchase orders has several advantages:
- Integration: Copilot Studio offers us a large number of channels where we can integrate our copilot. These range from Facebook to Telegram, Microsoft Teams or even a Power App for mobile created by ourselves.
- Agility: Copilots offer an interface that simplifies the process of entering order details, resulting in time and effort savings for users.
- Error reduction: Thanks to the co-pilots, human errors associated with manual data entry in orders will be minimized. Our co-pilot may be able to detect errors or even inform us that a product is out of stock.
- Real time data: The co-pilots integrated with D365 F&O can provide us with updated information on stock, prices or order statuses, which will facilitate the process and save search times.
- Accessibility: Users will be able to create orders from anywhere and at any time. This could offer many facilities and flexibility to the work day.
After reading all this, I'm sure you really want to see an example, so let's show you a co-pilot that we have integrated into Teams.
If we now go to D365 F&O, we will verify that the Sales order 000958.
If we enter the lines, he should have collected all the information that we have provided to the Co-pilot.
We see that, indeed, we have the two items that we have indicated, with the correct quantities and warehouses.
This is just an example of what a co-pilot is capable of doing, but as we have previously mentioned, we could even get him to bill the order without even entering D365 F&O. Copilot Studio challenges conventional limits and opens up a world of infinite possibilities, offering a versatile and powerful platform to bring our ideas to life efficiently and effectively.
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